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Merion Road Capital's investment thesis on Honeywell International Inc. ($HON) — Q1 2026 | Buyside Digest

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$HONNYSEHoneywell International Inc.

BULL

Merion Road Capital—HON

Fund Letter

Q1 2026

Published April 29, 2026

View Fund Profile

$210.94USD

+0.6% vs last month

$222.86Pitched

-5.3% since pitch

Market Cap$76.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager initiated a starter position in Honeywell, highlighting its aggressive portfolio simplification including the upcoming spin-off of its high-quality aerospace division (HONA) and the sale of lower-margin operations. HONA is positioned...

— Aaron Sallen

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Other pitches on $HON

Other investors who've written on Honeywell International Inc.

Cullen Small Cap Value EquityBULL

Pitched Mar 31, 2026

Shares of Honeywell (HON) were purchased in the strategy during the quarter. Honeywell is a...

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